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Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
2
users have commented on this narrative
41
users have followed this narrative
New
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ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
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Cellebrite DI
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cloud SaaS Solutions Will Drive Digital Forensics Adoption
Key Takeaways Accelerating digital crime and security demands are boosting adoption of Cellebrite's forensic SaaS platforms, driving strong subscription growth and deeper customer relationships. Emphasis on privacy compliance, AI innovation, and recurring revenue is expanding market opportunities, supporting premium pricing, and improving margins and valuation prospects.
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US$23.00
FV
32.2% undervalued
intrinsic discount
15.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
Enovix
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Malaysia Manufacturing And Defense Expansion Will Unlock Battery Opportunities
Key Takeaways Expansion into defense and smart eyewear markets offers promising revenue growth opportunities, driven by compliance and high-margin premium pricing strategies. Upcoming high-volume production and next-gen battery advancements signal potential revenue and earnings growth aligned with 2025 smartphone and AR/VR launches.
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US$29.50
FV
65.4% undervalued
intrinsic discount
179.60%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
Updated
narrative
3D Systems
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Healthcare Customization And Additive Manufacturing Will Forge A Resilient Future
Key Takeaways Growth in healthcare and dental solutions, plus expanded digital manufacturing, positions the company for higher-margin recurring revenues and global market leadership. Strategic cost cuts, R&D commercialization, and industry shifts to decentralized production are set to drive sustainable profitability and diversify revenue streams.
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US$3.25
FV
36.9% undervalued
intrinsic discount
-4.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
Updated
narrative
Coronado Global Resources
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Mammoth And Buchanan Expansion Will Drive Mixed Metallurgical Coal Trends
Key Takeaways Market confidence hinges on expansion projects, operational upgrades, and global steel demand driving sustainable growth, possibly overlooking execution risks and industry headwinds. Investor expectations rely on supply constraints and financial strength protecting earnings and returns, while underestimating potential decarbonization impacts and future cost pressures.
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AU$0.22
FV
40.6% overvalued
intrinsic discount
11.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
Updated
narrative
AVITA Medical
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Medicare Resolution And Trauma Expansion Will Shape Future Wound Care
Key Takeaways Expanded reimbursement clarity and favorable clinical outcomes are boosting provider confidence, leading to broader hospital adoption and increased revenue opportunities. New product launches and operational efficiencies diversify market reach and support improved margins, positioning AVITA for long-term profitability.
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US$9.60
FV
41.3% undervalued
intrinsic discount
42.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
Updated
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Lumentum Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Advanced Optical Demand Will Drive Cloud And AI Markets
Key Takeaways Surging demand in cloud, AI, and data centers drives growth, with constrained supply enabling higher margins and profitability. Manufacturing expansion, innovation, and strong customer adoption position the company for ongoing revenue and earnings gains.
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US$135.59
FV
14.6% undervalued
intrinsic discount
21.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Phunware
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Mobile Platform And MyCanvass Will Revolutionize Engagement In 2025
Key Takeaways Phunware's AI-driven SaaS platform aims to democratize mobile app creation, enhancing customer engagement and potentially increasing revenue and margins. Strong financials enable investment in AI development and customer acquisitions, targeting federal contracts for significant long-term revenue growth.
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US$6.00
FV
55.5% undervalued
intrinsic discount
40.84%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
IHS Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Wireless Rollout In Africa And Latin America Will Boost Demand
Key Takeaways Strong mobile data demand and digitalization drive revenue and margin growth, supported by focused technology upgrades and strategic lease management in key emerging markets. Enhanced operational efficiency and disciplined capital management boost free cash flow and earnings, creating flexibility for future shareholder returns.
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US$8.96
FV
21.4% undervalued
intrinsic discount
4.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Navient
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Automation And Thriving Education Demand Will Unlock Refinancing Prospects
Key Takeaways Anticipated policy shifts and behavioral changes among borrowers are expanding Navient's loan market, supporting long-term loan growth and improved customer retention. Accelerated cost-cutting, strong capital market execution, and digital investments are driving structural efficiency gains, higher margins, and scalable, capital-efficient earnings growth.
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US$18.00
FV
29.0% undervalued
intrinsic discount
7.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 10 hours ago
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